Recessions are common enough that you can count on several of them impacting
your portfolio over the course of even a 10 - year time horizon.
Not exact matches
The
portfolio annual income grew 4.89 %
over the
course of the year and this does not
even reflect dividend raises announced that would not take effect until Q1 2018.
Portfolios are collections
of students» work — often creative — that are built up
over the
course of a unit, semester, year or sometimes
even longer.
In fact,
even in our worst case scenario the 7 year bond only declines by a total amount
of 9.6 % at its low point.4
Over the
course of our entire 14 years that constant maturity bond
portfolio actually generated 2.85 % per year.
It seems to me that a lack
of concentration on bottom - up corporate fundamentals, and probably a lack
of training in corporate finance, can lead Professor Hubbard and others like him to recommend
courses of action that can be quite harmful to the country (
even when the proposals might result in net benefits to the stockholders
of the Third Avenue
portfolio companies
over the long term).
As Greenblatt notes «Imagine diligently watching those stocks each day as they do worse than the market averages
over the
course of many months or
even years... The magic formula
portfolio fared poorly relative to the market average in 5 out
of every 12 months tested.